PVMIX vs. PLGIX
Compare and contrast key facts about Principal MidCap Value Fund I (PVMIX) and Principal LargeCap Growth Fund I (PLGIX).
PVMIX is managed by Principal. It was launched on Dec 29, 2003. PLGIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
PVMIX vs. PLGIX - Performance Comparison
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PVMIX vs. PLGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVMIX Principal MidCap Value Fund I | 2.86% | 6.09% | 33.38% | 11.04% | -5.95% | 30.97% | 6.50% | 26.69% | -11.07% | 14.63% |
PLGIX Principal LargeCap Growth Fund I | -14.91% | 11.59% | 83.01% | 40.40% | -34.05% | 21.49% | 36.06% | 34.89% | 3.44% | 33.67% |
Returns By Period
In the year-to-date period, PVMIX achieves a 2.86% return, which is significantly higher than PLGIX's -14.91% return. Over the past 10 years, PVMIX has underperformed PLGIX with an annualized return of 11.99%, while PLGIX has yielded a comparatively higher 17.78% annualized return.
PVMIX
- 1D
- -0.38%
- 1M
- -6.51%
- YTD
- 2.86%
- 6M
- 2.78%
- 1Y
- 10.99%
- 3Y*
- 16.70%
- 5Y*
- 11.48%
- 10Y*
- 11.99%
PLGIX
- 1D
- -0.29%
- 1M
- -8.82%
- YTD
- -14.91%
- 6M
- -15.13%
- 1Y
- 3.34%
- 3Y*
- 29.30%
- 5Y*
- 14.11%
- 10Y*
- 17.78%
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PVMIX vs. PLGIX - Expense Ratio Comparison
PVMIX has a 0.69% expense ratio, which is higher than PLGIX's 0.67% expense ratio.
Return for Risk
PVMIX vs. PLGIX — Risk / Return Rank
PVMIX
PLGIX
PVMIX vs. PLGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Value Fund I (PVMIX) and Principal LargeCap Growth Fund I (PLGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PVMIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.16 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.08 | 0.40 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.05 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 0.04 | +0.77 |
Martin ratioReturn relative to average drawdown | 3.70 | 0.14 | +3.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PVMIX | PLGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.16 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.47 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.70 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.41 | +0.10 |
Correlation
The correlation between PVMIX and PLGIX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PVMIX vs. PLGIX - Dividend Comparison
PVMIX's dividend yield for the trailing twelve months is around 7.02%, less than PLGIX's 16.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVMIX Principal MidCap Value Fund I | 7.02% | 7.22% | 33.98% | 4.63% | 7.12% | 11.44% | 1.38% | 5.11% | 13.23% | 6.92% | 1.58% | 11.19% |
PLGIX Principal LargeCap Growth Fund I | 16.99% | 14.45% | 63.77% | 5.99% | 11.57% | 11.34% | 7.03% | 8.01% | 16.41% | 7.05% | 4.64% | 12.51% |
Drawdowns
PVMIX vs. PLGIX - Drawdown Comparison
The maximum PVMIX drawdown since its inception was -56.76%, roughly equal to the maximum PLGIX drawdown of -55.43%. Use the drawdown chart below to compare losses from any high point for PVMIX and PLGIX.
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Drawdown Indicators
| PVMIX | PLGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.76% | -55.43% | -1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.63% | -18.32% | +5.69% |
Max Drawdown (5Y)Largest decline over 5 years | -17.05% | -40.63% | +23.58% |
Max Drawdown (10Y)Largest decline over 10 years | -41.34% | -40.63% | -0.71% |
Current DrawdownCurrent decline from peak | -6.78% | -18.32% | +11.54% |
Average DrawdownAverage peak-to-trough decline | -6.88% | -13.31% | +6.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 5.45% | -2.69% |
Volatility
PVMIX vs. PLGIX - Volatility Comparison
The current volatility for Principal MidCap Value Fund I (PVMIX) is 3.98%, while Principal LargeCap Growth Fund I (PLGIX) has a volatility of 5.47%. This indicates that PVMIX experiences smaller price fluctuations and is considered to be less risky than PLGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PVMIX | PLGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 5.47% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.73% | 11.68% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 21.30% | -4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.28% | 30.09% | -11.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.20% | 25.38% | -6.18% |